# Orange County Employees Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/orange-county-employees-health-welfare-330660405-501

> Orange County Employees Health & Welfare's Health & Welfare plan: 11,911 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orange County Employees Health & Welfare

- **Sponsor EIN:** 330660405

- **Sponsor Address:** 830 NORTH ROSS STREET, SANTA ANA, CA, 92701

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 11,911

- **Total Assets:** $51.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11,911|$51.7M|$7.3M|$10.3M|

| 2023|11,503|$48.1M|$6.9M|$9.6M|

| 2022|10,931|$45.4M|$6.9M|$9.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| OCEA|Other Service Provider|$1,416,100|—|$1,416,100|

| DELTA DENTAL|Other Service Provider|$444,964|—|$444,964|

| VISION SERVICE PLAN|Other Service Provider|$162,495|—|$162,495|

| DIMARTINO ASSOCIATES|Other Service Provider|$111,000|—|$111,000|

| MAILING PROS, INC|Other Service Provider|$80,540|—|$80,540|

| AGILINE LLC|Other Service Provider|$74,268|—|$74,268|

| WITHUMSMITH+BROWN, PC|Auditor|$34,945|—|$34,945|

| TRANSAMERICA|Recordkeeper|—|$15,255|$15,255|

| HIGHLAND CAPITAL ADVISORS LLC|Other Service Provider|$15,000|—|$15,000|

| IRISS BARRIGA|Custodian / Trustee|$9,249|—|$9,249|

| MARIA CORONA|Custodian / Trustee|$8,956|—|$8,956|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [TRANSAMERICA](https://planprovider.pro/provider/transamerica) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,372,772

- **Estimated Expense Ratio:** 4.591% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,753,108|$15,000|$1,416,100|$34,945|—|

| 2023|$2,632,707|$15,000|$1,952,781|$38,685|—|

| 2022|$2,328,144|—|$1,643,536|—|$174,130|

## Similar Plans

- [Board Of Trustees, Directors Guild Of America -](https://planprovider.pro/companies/board-of-trustees-directors-guild-of-america-plan-002) — 22,976 participants

- [United Agribusiness League](https://planprovider.pro/companies/united-agribusiness-league-953514902-501) — 21,356 participants

- [Insurance And Benefits Trust Of The Porac](https://planprovider.pro/companies/insurance-and-benefits-trust-of-the-porac-686068469-501) — 20,412 participants

- [Board Of Trustees Of The Producers' Health Benefits Plan](https://planprovider.pro/companies/board-of-trustees-of-the-producers-health-benefits-plan-316654730-501) — 2,422 participants

- [Juan De La Cruz Pension Plan](https://planprovider.pro/companies/juan-de-la-cruz-pension-plan-plan) — 1,992 participants

- [Ibew Western Utilities Health And Welfare Trust Fund](https://planprovider.pro/companies/ibew-western-utilities-health-and-welfare-trust-fund-870496328-505) — 1,802 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orange-county-employees-health-welfare-330660405-501)

© 2026 PlanProvider.Pro